Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
Also includes
Primary Industry | Finance |
Indiana Average Salary | $104,710.00 |
Average Time to Fill | 63 days |
Typical Education | Bachelor's degree |
Typical Experience | Over 2 years, up to and including 4 years |
Current Openings | |
2 Year Projected Openings (2016-2018) | 1,138 |
2 Year Expected Percentage Change (2016-2018) | 4.40 % |
10 Year Projected Openings (2016-2026) | 5,060 |
10 Year Expected Percentage Change (2016-2026) | 11.23 % |
For more information on the new projection methodology, visit Hoosiers by the Numbers .
Skill or Certification | Certi - fication | Certification | Hard to Fill | Expensive to Fill |
---|---|---|---|---|
Accounting | ||||
Series 66 | ||||
Budgeting | ||||
Investment Strategy | ||||
Certified Public Accountant (CPA) | ||||
Investment Recommendations | ||||
Client Base Retention |